Working Together

We partner with financial advisors to integrate your client’s charitable and financial goals.

By working with YouthBridge, you can deliver better client outcomes, retain investment of client assets and differentiate yourself from your competitors. There is no required minimum charitable fund size for you to continue managing your client’s assets.

Photo: The Little Bit Foundation

Complex charitable transactions

As philanthropy advisors we have expertise in gift planning, and can facilitate the process for your client, even when it involves complex assets. We partner with you in personalizing the right charitable solutions for your clients.

Flexible Donor-Advised and other charitable funds

Every donor comes with unique interests, assets and circumstances. We provide a number of charitable fund options, that are most suitable for your client’s intentions and help them create lasting impact in the community.

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Photo: College Bound

Philanthropy and legacy planning

For many, leaving a legacy and passing on values is an important part of financial planning. As a qualified philanthropic resource with knowledge of community issues, we partner with you to integrate your client’s philanthropic and legacy goals into their overall wealth management strategy.

Private foundation administration

We make managing your client’s family and private foundation more enjoyable and efficient, so you can focus on managing their assets. We help save time, provide our community expertise, and make the process leaner.

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Advisor talks

Understanding your client’s personal values, desire to support the community and leave a legacy is an important, but often difficult conversation. We provide informal education to your team about how to start that conversation and the tools available to help integrate philanthropy into your client’s overall wealth strategy.

Philanthropy Planning is a Win-Win

Schedule a consultation with a YouthBridge Philanthropy Advisor to learn how to offer philanthropy planning services to your clients.
We are here to provide support and resources, allowing you to remain the primary point of contact with your client.

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